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1IA
1834 Investment Advisors’s
State Street Consumer Staples Select Sector SPDR ETF
XLP
Stock Holding History
1834 Investment Advisors’s Portfolio
XLP Stock Details
XLP Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q3
–
Sell
-718
Closed
-$52K
–
457
2022
Q2
$52K
Sell
718
-653
-48%
-$49K
0.01%
264
2022
Q1
$104K
Buy
1,371
+560
+69%
+$42.2K
0.01%
213
2021
Q4
$63K
Sell
811
-171
-17%
-$12.4K
0.01%
254
2021
Q3
$68K
Sell
982
-1
-0.1%
-$71
0.01%
256
2021
Q2
$69K
Buy
983
+265
+37%
+$18.6K
0.01%
252
2021
Q1
$49K
Sell
718
-418
-37%
-$27.5K
0.01%
267
2020
Q4
$77K
Hold
1,136
–
–
0.01%
243
2020
Q3
$73K
Sell
1,136
-330
-23%
-$20.8K
0.01%
241
2020
Q2
$86K
Sell
1,466
-554
-27%
-$32.3K
0.01%
221
2020
Q1
$110K
Buy
2,020
+384
+23%
+$23.3K
0.02%
214
2019
Q4
$103K
Sell
1,636
-332
-17%
-$20.5K
0.02%
239
2019
Q3
$121K
Buy
1,968
+66
+3%
+$3.97K
0.02%
229
2019
Q2
$110K
Buy
1,902
+1,132
+147%
+$64.8K
0.02%
229
2019
Q1
$43K
Sell
770
-902
-54%
-$48.2K
0.01%
289
2018
Q4
$85K
Buy
1,672
+196
+13%
+$10.6K
0.01%
230
2018
Q3
$80K
Buy
1,476
+660
+81%
+$35.4K
0.01%
247
2018
Q2
$42K
Hold
816
–
–
0.01%
287
2018
Q1
$43K
Hold
816
–
–
0.01%
288
2017
Q4
$46K
Buy
+816
New
+$44.8K
0.01%
295
Other funds holding XLP
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
NAM
Nissay Asset Management
Tokyo, Japan
$18.9B AUM
27.21%
1-Year Est. Return
Bessemer Group
Woodbridge, New Jersey
$63.6B AUM
28.76%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
LPL Financial
San Diego, California
$376B AUM
19.32%
1-Year Est. Return
Truist Financial
Charlotte, North Carolina
$74.1B AUM
21.09%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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